Client Service Administrator

WealthCo is currently seeking a full time Client Service Administrator to join our growing team, who will be an exceptional addition to our head offices in Calgary, Alberta. This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. WealthCo offers mentoring programs through experienced VP’s and senior executives.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.

Your key focus will be delivering exceptional Client Service and support to new and existing clients. Working in a team environment, you will support the company’s goals and objective by:

• Client onboarding, and ongoing service & support
• Processing new account applications & other client related paperwork
• Maintaining electronic client files & upkeep of client management systems
• Work with Financial Advisors as a part of the Client Services team
• Effectively manage customer support platform by addressing client inquiries, concerns, and feedback with a proactive and customer-centric approach
• Communication with Custodians and key business partners as it pertains to administrative matters.

Successful candidates will require:

• Minimum of 3 years of administrative experience in the financial industry with direct Client Service responsibilities
• Diploma in administration or office technology, or equivalent related experience
• Proficiency in Microsoft Office Suite, word processing skills; leverage technological developments within the role
• Excellent written and oral communication
• Strong attention to detail; self starter
• Creative and proactive approach to managing multiple priorities; excellent time management and organizational skills

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model. WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, bonuses, continuous education, opportunities for advancement and excellent benefits with include RRSP matching.

While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.

Job Types: Full-time, Permanent

Salary: $55,000.00-$65,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Education:

• Bachelor's Degree (preferred)

Experience:

• financial industry administrative: 3 years (preferred)
• direct Client Service (in the financial industry): 3 years (preferred)

Ability to Commute:

• Calgary, AB (required)

Work Location: Hybrid remote in Calgary, AB

Application deadline: 2024-03-16
Expected start date: 2024-04-01